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    Client Manager - Boston, United States - Lockton Companies

    Lockton Companies
    Lockton Companies Boston, United States

    3 weeks ago

    Default job background
    Full time
    Description

    Position Overview


    The Client Manager I is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and/or Senior Client Manager. Overall responsibilities include support of the marketing/placement/servicing of select lines of insurance and execution of day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance with the aforementioned. The Client Manager I will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Client Manager I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service.

    Core Responsibilities
  • Supports Unit Manager, Account Executive or Senior Client Manager on Lockton Northeast clients
  • Supports the Unit Manager, Account Executive or Senior Client Manager in the service delivery and renewal process on a designated book of business including but not limited to marketing, placement and overall service
  • Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions. Engages senior level resources to support resolution where needed
  • Provides Client service aligned with Lockton Northeast processes and protocols and our overall Client Engagement strategy
  • Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing program details with Client and Insurer
  • Gathers and compiles exposure information from the Client
  • Works with the Unit Manager, Account Executive or Senior Client Manager to request and collect quotes (new and renewal) from carriers
  • Audits quotes, binders, and endorsements and makes requests for changes as needed
  • Processes audits and creates audit analysis for Client
  • Participates in client meetings - takes responsibility for presenting material as directed by Unit Manager, Account Executive or Senior Client Manager
  • Receives policy, then updates and completes policy check to ensure completeness and accuracy
  • Works with the Unit Manager, Account Executive or Senior Client Manager to update specifications, application, and summary information to reflect changes during the year
  • Builds coverage specifications under direction of the Unit Manager, Account Executive or Senior Client Manager
  • Supports new business opportunities and generates materials for Client presentations and meetings
  • Creates and sends compliance communications as needed
  • Supports analytics through the gathering of benchmarking and industry data
  • Works with accounting and admin teams to issue and process Invoices, Certificates of Insurance and Auto ID Cards
  • Conducts basic contract review
  • Resolves accounting issues. Escalates issues when needed
  • Performs other responsibilities and duties as needed
  • Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
  • A minimum of two years of commercial Property and Casualty insurance experience and / or insurance broking / consulting experience required
  • Ability to efficiently organize work and manage time in order to meet deadlines
  • Exceptional verbal, written, and interpersonal skills
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Legally able to work in the United States

    • A successful candidate will have:

  • An eagerness and enthusiasm to learn and be a part of their respective Unit or Practice
  • An ability to work as part of a team
  • Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
  • An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients' needs
  • An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
  • The entrepreneurial spirit, with an eagerness to learn and grow within the company
  • The intellectual curiosity and quantitative mindset to leverage analytics to inform strategy and assist our clients in making decisions
  • The initiative to actively participate in the Career Foundations Program or Career Advancement Program and to pursue technical excellence through professional designations, industry workshops etc
  • An ability to develop underwriter relationships with key insurers
  • The desire to mentor and develop junior Associates, including Interns, Analysts and Senior Analysts
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